Configure the form layout

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Configure the form layout

Administrators or users with the personalize_form role can configure the form and
related list layout.

Show or hide fields on a form

Configure form layout to change what appears on the form. You can perform tasks like
changing what fields are visible, embedding lists, and adding sections and
annotations.

Before you begin

Role required: personalize_form

Procedure

Navigate to a form.

Click the context menu icon () and select Configure > Form Layout.

Using the slushbucket, select the fields and the order in which you want them
to appear.

Available items that appear in green followed by a plus (+) sign represent
related tables. To access fields on these tables, use dot-walking.

In UI16, Form Layout is not responsible for the order of the Additional
Comments and Work Notes fields. For more information on how to determine the
order of these fields, see Customize activities.

Click Save.

Warning: It is not recommended to add the same field to more than
one section of a form unless the field displays read-only data. Having two
or more instances of an editable field can cause data loss and prevent the
proper functioning of UI and data policies.

What to do next

Through form configuration, you can also add new fields to the form, which creates
columns to the table that underlies the form. See Add and customize a field in a table for more
information.

Add a related list to a form

You can configure related lists to appear on forms and in hierarchical
lists.

Before you begin

Role required: personalize_form

About this task

Related lists display records in another table that have a
relationship with the current record.

Using the slushbucket, select the related list to display on the form.

Click Save.

Related lists appear at the bottom of the form.

Add an annotation to a form

You can add annotations to forms to display blocks of text or to add
separators..

Before you begin

Role required: personalize_form

Procedure

Navigate to a form.

Click the context menu icon () and select Configure > Form Layout.

Under Form view and section, select a section.

In the Available list, double-click * Annotation to move
it to the Selected list.

The Annotation Details section appears.

O

Place it above the field to annotate.

In Annotation Details, select the type of annotation. The available types of
annotations include Info Box Blue, Info Box
Red, Line Separator (any text you add
appears beneath the line), Section Details,
Section Separator, and
Text.

Select either Plain Text or HTML
for the data type and enter the annotation in the text box. All valid HTML tags
are supported.

For example, select the Text annotation type, the
HTML data type, and enter <span
style="color:red">Select the primary location:</span>. The
text appears red on the form.

Click Save.

Toggle annotations

Users can toggle annotations on a form in UI16 and UI15.

About this task

The glide.ui.show_annotations user preference controls the
visibility of annotations for each user.

Procedure

Navigate to a form.

Perform the appropriate action for your version of the UI.

UI16

Click the more options icon () to see the annotations icon. The icon is light gray and
cannot be toggled when no annotations are available.

UI15

Click the annotation toggle icon () to show or hide annotations.

Create a form section

Create sections on forms to help group related fields together.

Before you begin

Role required: form_admin

About this task

Users can expand or collapse form sections to show or hide the fields they need. If
you have tabs enabled, each form section appears on a separate tab. The default
Change Request form is an example of a form with multiple sections as shown in the
following image.

Figure 1. Change Request form sections

Procedure

Right-click the form header and select Configure > Form Layout.

In the Form view and section area below the slushbucket,
click New in the Section
list.

In the Section caption field, give the new section a
title, then click OK.

Select a form section name and click the up or down arrow to change the section
order.

Note: The caption for the first section on the form becomes the form
title.

Add fields to the new section using the slushbucket.

Click Save when you are finished.

The new section appears on the form with the fields you selected. If you
do not add any fields to a section, the section stays empty.

If you want to
delete the form section at a later time, do the following:

Navigate to System UI > Form Sections.

Filter for the table that contains the section you want to delete.
For example, the Incident table. The name of the form section to be
deleted is displayed in the Caption field.

Select the check box beside the form section to delete, and then
select Delete from the Actions on
selected rows menu.

Click OK to confirm the deletion.

Move form splits

Change the place where fields split on a form by moving the split section indicators
in a slushbucket.

Before you begin

Role required: admin

About this task

Procedure

Navigate to a form.

Click the context menu icon () and select Configure > Form Layout.

Move any of the following split section indicators:

|- begin_split -|

|- split -|

|- end_split -|

Click Save.

Display tabbed forms

Tabbed forms offer a useful way to make forms and related lists take up less space by
reducing the scrolling that must be done to navigate the form.

About this task

Figure 2. Tabbed forms

Form sections and related lists are tabbed separately, each with their own tab line.
A user always sees the first form section. All sections after that can be tabbed.
Tabs are enabled by default for new instances.

Tabbed forms are enabled by default for new instances. A system user preference with
the name tabbed.forms specifies whether the tabbed UI is used
by default for all users. Users can change this preference as described in this
procedure.

Procedure

Click the gear icon in the banner frame.

Perform the appropriate action for your version of the UI:

Option

Description

UI16

Select the Forms tab and enable
Tabbed forms.

UI15

Enable Tabbed forms.

UI11

Click the tabs toggle icon, which appears on any form with more than
two sections and on any form with more than one related list.

In UI16 and UI15, an option is enabled when the switch appears green and is
toggled to the right.

Embed a list within a form

You can embed lists within a form. When a list is embedded in a form, any changes
made to the contents of the list are saved when the form is saved.

Before you begin

Role required: personalize_form

About this task

This allows the embedded list to be treated just like another element on the form. In
addition, users can create records in the list view. After a row is added to the
list, double-click any cell in the list to edit its value. You can add the same
lists to a form as embedded lists or as related lists, depending on the path
selected in the context menu.

You can also modify embedded list controls, such as the name of the related list and
the roles required to create records in the embedded list.

Procedure

Select a record from the list.

Right-click the form header and select Configure > Form Layout.

The slushbucket shows the available fields and the lists that can be
embedded in the form. Lists appear in red at the bottom of the
Available list.

Select a list and move it to the Selected column.

Use the up and down arrow buttons to position the list in the form.

Click Save.

Lists adjust to fit the frames of the adjacent fields.

Configure customer updates indicator

You can configure the indicator for customer updates, which are changes that update
sets, scripts, service catalog items, and other configuration tables track.

Before you begin

Role required: admin

About this task

The customer updates indicator icon () may appear on the header of forms that have customer updates. Clicking the
customer updates indicator opens the update set records for the item.

You can configure this indicator to appear for all or for specific administrators
using the owned_by_indicator.form user preference.

Procedure

Navigate to User Administration > User Preferences.

Perform one of the following actions.

Option

Description

Enable the indicator for all administrators

Set the owned_by_indicator.form preference to
true.

Enable the indicator for an individual administrator

Make sure the owned_by_indicator.form
system user preference is set to
false.

Create a user preference with the following values:

Name:owned_by_indicator.form

User: Select the administrator
for which to enable the preference.

Value:true

Add a chart to a form

Add a chart to a form to show your users graphical data related to the form. For
example, you could show an incident SLA-related chart on the Incident form so your users can
see how well service level agreements are being met.

Before you begin

Role required: personalize_form

About this task

Note: The following report types are not supported on forms: List, Pivot, Multilevel
Pivot, Calendar, and Single Score.

Figure 3. Chart on a form

Procedure

Navigate to System UI > Forms.

Select the form you want to configure.

Click the context menu icon () and select Configure > Form Layout.

Using the slushbucket, select * Chart.

Enter a Label in the chart details.

Click Save to return to the form.

Click Configure chart.

Select a chart in the Report field and configure other
options as desired.